Fund Updates
Updated version of The Fund In Detail
The June 2023 version of The Fund in Detail has been released. Apart from text refinements, other updates include New Business Terms and Conditions, updates to Group Insurance terms and conditions relating to benefit exception and exclusions, revised benefit maximums and investment fees.
Benchmark 2023 Report
The 2023 Benchmark Report is available and the key focus this year is the role of data science, artificial intelligence (AI) and augmented reality in building financial confidence for companies and their people, and shaping outcomes for future generations.
Rewards initiative for members 78 months from retirement
We are launching a pre-retirement rewards initiative for members who are 78 months away from retirement and engaged with our Retirement Benefit Counsellors.
Distribution of benefit statements to members directly via digital platforms
We provide feedback on the distribution of benefit statements to members directly via digital platforms.
Prosper! An exclusive guide to Sanlam Umbrella Fund benefits for our members
We introduce Prosper!, an exclusive guide to Sanlam Umbrella Fund benefits for our members.
What happens to your retirement savings benefit when you pass away?
We share more information on how Section 37c of the Pensions Fund Act is applied.